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Importing from E-Z Bis

Here’s what we know about moving over from E-Z Bis to Jane.

Disclaimer about our import guides: We create our guides through the experiences we have importing from different software, as well as searching for guide documents from these softwares to assist our customers in transitioning over to Jane. If you have any difficulty while retrieving your data, it’s best to reach out directly to your current software provider.

Exporting your Files in CSV

We have seen some customers coming from E-Z Bis import only patients, but some have been able to export as much as Patient Demographics, Appointment History, Notes, and Insurance information.

For exporting files, E-Z Bis says:

Exporting data from the program to a spreadsheet can be done through Survey Generator, which is located in the Reports module. Once the Requirement parameters are defined, the option of Export: Selected must be chosen before the survey is run. Uncheck Printout Needed to save being prompted to Print or Preview the survey. After selecting OK, you will be prompted to Export the data. A file called EZMERGE.CSV will be created in the clinic folder of E-Z Bis. You can find the data path to this file by selecting About E-Z Bis from the Help option in any module.

You can take a look at the full E-Z Bis FAQs here.

E-Z Bis Billing Data

We don’t import billing information as there are formatting issues between systems.

Uploading into Jane

To ensure that your data is uploaded to the correct account, and for security reasons, we do not accept patient data via email. You can upload the files to us in the Settings > Schedule an Import area.

You can find an overview of this process here: Scheduling Your Import

If you need any further help getting all set up to run with Jane, just let us know!

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